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Financial Advisors in Maryland
10,173 Results
Unclaimed

Commonwealth Financial Network | CFP ® (Certifications)

location

ANNAPOLIS, MD

experience

38 Years Experience

0 Disclosures

ADVISOR BIO

Scott Robinson is an investment advisor representative with Commonwealth Financial Network. Scott has been in the financial services industry since February 27, 1987. Scott is a Certified Financial Planner and holds the Series 6, 7, 24, 63, and 66 licenses. Scott provides a variety of financial planning and investment advisory services to individuals, families, and businesses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Publication of Financial Periodicals
Unclaimed

Corecap Advisors | CFP ® (Certifications)

location

Laurel, MD

experience

20 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Scott Butler is an investment advisor representative with Corecap Advisors. Scott has been in the securities industry since 2004. Scott is registered with the state of Maryland, Delaware, District of Columbia, Florida, Georgia, Michigan, Pennsylvania, Virginia, West Virginia, and Wisconsin. Scott has the Series 7, Series 66, and SIE securities licenses, and the Series 65 investment advisory license. Scott is also a Certified Financial Planner. Scott specializes in providing financial planning, portfolio management, and educational seminars for individuals and businesses. Scott has worked at Cambridge Investment Research, Inc. and Allstate Financial Services, LLC in the past.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Eagle Strategies LLC

location

TIMONIUM, MD

experience

37 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Scotto D. Caggiano is a financial advisor who has been in the industry since 1988. Scotto is currently registered with Eagle Strategies LLC, which is an investment advisory firm located in Timonium, Maryland. Scotto has previously worked for other financial firms, including Signator Investors, Inc., MetLife Securities Inc., Metropolitan Life Insurance Company, and Drexel Burnham Lambert Incorporated. Scotto has a variety of financial certifications, including Series 7, Series 24, Series 63, and Series 66. Scotto specializes in working with individuals, high-net-worth individuals, corporations, and charitable organizations. Scotto's primary focus is on providing financial planning, portfolio management, and pension consulting. Scotto also offers educational seminars and publishes periodicals to keep clients informed about the current market.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
Publication of Financial Periodicals
Unclaimed

T. Rowe Price Investment Services, Inc.

location

BALTIMORE, MD

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Seamus Andrew Ray is a financial advisor with over 28 years of experience in the industry. Seamus is currently registered with T. Rowe Price Investment Services, Inc. and is licensed to provide financial services in 53 states and territories.

SPECIALIZATIONS

No specializations listed.

Unclaimed

UBS Financial Services Inc.

location

BALTIMORE, MD

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Sean Hagerty is a financial advisor currently registered with UBS Financial Services Inc. Sean has been in the financial services industry since March 8, 2000 and has a wide range of experience working with individuals and businesses. Sean has held previous roles at Comprehensive Financial Services, Inc., The Lincoln National Life Insurance Company, Lincoln Financial Advisors Corporation, Equico Securities, Inc., and The Equitable Life Assurance Society of the United States. Sean is dedicated to providing personalized financial advice and investment management services to help clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Security Ratings
Publication of Financial Periodicals
Unclaimed

UBS Financial Services Inc.

location

Hunt Valley, MD

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Sean McElroy is an investment advisor representative associated with UBS Financial Services Inc. Sean's professional experience spans several industries including finance, entrepreneurship, and the arts. Sean has been in the financial industry since 2017 and has a strong background in providing investment advice to clients of all types. Sean is dedicated to providing personalized financial advice and helping clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Security Ratings
Publication of Financial Periodicals
Unclaimed

Knights OF Columbus Asset Advisors LLC

location

Baltimore, MD

0 Disclosures

ADVISOR BIO

Sean Fitzpatrick is a registered Investment Advisor Representative with Knights of Columbus Asset Advisors LLC in Baltimore, MD. Sean has been in the industry since 2015. Sean has passed the Uniform Investment Adviser Law Examination, also known as the Series 65 Exam. Sean has experience in providing investment advice to individuals, businesses, and pooled investment vehicles. In addition, Sean is also a Field Agent for Knights of Columbus Insurance, selling life insurance, long term care, disability income and annuities.

SPECIALIZATIONS

Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed
location

BETHESDA, MD

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Sean Zawodny is a financial advisor with Edward Jones in Bethesda, Maryland. Sean has been in the financial services industry since April 2023 and has a Series 7, Series 66 and SIE license. Sean also holds registrations in 17 states. Sean is a licensed investment advisor representative in the District of Columbia, Maryland and Texas. Sean can provide a variety of financial services including financial planning, pension consulting, and portfolio management for individuals and businesses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Family Office Research, LLC | CFP ® (Certifications)

location

BETHESDA, MD

0 Disclosures

ADVISOR BIO

Sean McElhaney is a financial advisor with over 14 years of experience in the financial services industry. Sean is currently registered as an Investment Advisor Representative with Family Office Research, LLC. Previously, Sean was affiliated with Fidelity Brokerage Services LLC, Navy Federal Brokerage Services, LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Sean is a Certified Financial Planner and holds the Series 66, SIE, and Series 7 securities licenses. Sean's expertise includes financial planning, pension consulting, and portfolio management for individuals and businesses. Sean is also a Director of Operations and Logistics for Glover Park Tour, a recreational golf organization.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Individuals
Unclaimed

Wells Fargo Clearing Services, LLC

location

HUNT VALLEY, MD

experience

36 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Sean Charles Rogers is a financial advisor who has been in the industry since June 1988. Sean is currently registered with Wells Fargo Clearing Services, LLC, and has been with the firm since March 2009. Sean also previously worked at Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., UBS PaineWebber Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Sean is licensed in several states, including Alabama, Arizona, California, Delaware, District of Columbia, Florida, Georgia, Illinois, Iowa, Maryland, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, and Virginia.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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